--0000000000005b3e860637252404 Content-Type: multipart/alternative; boundary="0000000000005b3e850637252403" --0000000000005b3e850637252403 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tim, Regarding Lisa, I'm not concerned at this time. We anticipated that her initial six months would focus on building brand awareness, and we should start to see the results of her efforts within the next 90 days. Also, I'll be moving my daughter from Charleston to Cincinnati over the next few days. Would next week be a better time to connect? Thanks, Steve Sudberry General Manager/Partner ssudberry@thekey.com (513) 227-8521 TheKey.com [image: TheKey] On Mon, Jun 9, 2025 at 11:14=E2=80=AFAM Will Reid wrote: > Hey Tim, > I'm out Thursday and Friday afternoons. Otherwise, my calendar is up to > date. > > Re Amy, she has a client start Rose Rayburn from May that has been hung u= p > in Salesforce. Salesforce support should have it corrected today. Laura h= as > been working on it for a while. After that client account is fixed, Amy > will have hit her May goal and is tracking to hit her June number as well= . > Amy's activity was in the top 5 in the country last week, so I have no > concerns with her at the moment, but I am happy to talk if needed. > > Thanks, > > > *Will Reid* > > Partner | TheKey > > Mobile: 513.707.2304 > > > > > > On Mon, Jun 9, 2025 at 9:17=E2=80=AFAM Timothy Thomas wro= te: > >> Good morning Gents, >> >> Please see Ashley's email below. Let me know when you have some time to >> connect this week. >> >> Thanks >> Tim >> >> ---------- Forwarded message --------- >> From: Ashley Mirone >> Date: Fri, Jun 6, 2025 at 6:37=E2=80=AFPM >> Subject: May HCL Performance - Ohio JV >> To: Timothy Thomas >> >> >> Hi Tim, >> >> In reviewing performance management decisions based on May HCL >> performance across all HCLs, I see that both Lisa and Amy missed the >> targets for all three of our primary KPIs in May: Revenue, SOC, and >> Activity. >> >> Lisa in particular has had five consecutive missed months across all >> three KPIs. It would be helpful to understand what the corrective plan i= s >> for this consistent missed performance. I've attached the May performanc= e >> summary PDF as well as included some visuals below for your reference. I >> would love to see how we can get them both on track and exceeding their >> targets. >> >> *May Performance:* >> [image: image.png][image: image.png] >> >> >> *Lisa Marcoguiseppe:* >> [image: image.png] >> [image: image.png] >> >> >> >> *Amy McDaniel:* >> [image: image.png] >> [image: image.png] >> >> >> Thank you, >> >> Ashley Mirone >> SVP of Business Development >> *Please note my email has changed:* >> amirone@TheKey.com >> Direct: (310) 755-9669 >> TheKey.com >> [image: TheKey] >> > --0000000000005b3e850637252403 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tim, Regarding Lisa, I'm not concerned at this= time. We anticipated tha